Direct Retail and Digital Wealth - US, VP - State Street Investment Management

State Street Investment Management is building one of the industry’s most ambitious next-generation growth platforms, designed to capture the structural transformation of global wealth distribution. As Vice President, DRDW this role will play a pivotal role in shaping how one of the world’s largest asset managers wins across the future of investing.

This role sits at the center of the accelerating shift toward:

• Direct retail investing
• Digital wealth platforms
• Neo-brokers and robo-advisors
• Embedded investing ecosystems
• Fintech-enabled wealth models
• ETF-led portfolio modernization

The successful candidate will be responsible for driving SSIM’s commercial growth across US digital wealth and direct retail channels, with a primary focus on US platform ecosystems.

This is a highly visible, growth-oriented role for a commercially minded leader who wants to help define the future of asset management distribution.

Key Responsibilities

Commercial Growth and Strategic Partnerships

• Develop and execute SSIM’s DRDW International growth strategy across Europe and priority global markets/ US growth strategy
• Build and manage senior relationships with key digital wealth and retail investment platforms
• Drive ETF, active, alternatives, and model portfolio adoption across strategic platform partners
• Expand buy-list penetration, platform integrations, and commercial revenue opportunities
• Identify and execute differentiated partnership models, including:
  • Preferred provider agreements
  • Revenue share models
  • Platform integrations
  • Co-branded solutions
  • White-label opportunities
  • Future ETF as a Service pathways

Product and Solution Commercialization

• Deliver SSIM’s full strategic offering, including:
  • ETFs
  • Active funds
  • Alternatives
  • Model portfolios
  • Portfolio construction
  • Capital markets solutions
  • Wealth technology capabilities
• Position SSIM not only as an asset manager, but as a strategic platform partner
• Support the development of scalable partnership frameworks across geographies
• Execute complex strategic initiatives with speed and rigor
• Contribute to broader NextGen business building priorities

Experience

• Experience In:
  • ETF distribution
  • Wealth management
  • Digital wealth
  • Fintech partnerships
  • Platform sales
  • Retail investment ecosystems
• Strong understanding of:
  • Digital wealth models
  • Online brokerage
  • Robo-advisory
  • Neo-banking
  • Retail investor trends
• Proven ability to originate, structure, and scale strategic commercial partnerships
• Strong product fluency across ETFs, wealth solutions, and platform ecosystems
• Multi-regional commercial experience strongly preferred

Skills and Qualifications

• Bachelor’s degree required; MBA or advanced degree preferred
• Strong commercial and strategic mindset
• Excellent communication and executive presence
• Strong stakeholder management capabilities
• Strong analytical, presentation, and execution skills

Why Join State Street Investment Management

This is an opportunity to join a globally recognized leader with over $5 trillion in assets under management that is actively redefining how it competes in the next era of wealth.

The successful candidate will help shape SSIM’s position across:

• Direct retail
• Digital wealth
• Platform partnerships
• Wealth technology
• Fintech ecosystems
• Global wealth modernization

This role is part of a strategic priority for the firm, with significant visibility and long-term career upside.

State Street Investment Management is seeking ambitious, commercially driven leaders who want to help define the future of wealth distribution.

Salary Range:

$120,000 - $210,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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